Ross Laredo - Adviser
I joined the Financial Services Industry in 2003 after a long career in the apparel industry. Having managed businesses for many years, I am a strong believer in professional advice and the need for prudent planning. My many years of business activity have reinforced to me the need for well structured, comprehensive Business and Personal Risk insurance planning. My advice process adopts a holistic approach incorporating Risk Management, Debt Management and Investment Planning.
As a member of the IFA (Institute of Financial Planners) and PAA (Professional Advisers Association) I fully endorse their Code of Practice and continuing educational requirements. I have completed the following papers:
The Financial Planning Process - Personal Risk Management - Fundamentals of Investment
I am also currently working toward the Diploma in Business Studies (Financial Planning) through Massey University. On a personal note, outside of business my interests are tennis, sailing, golf and the spectator sport of rugby. I am also an avid music lover and enjoy the opportunity to take in a concert or relax at home with some great music on the stereo.
I am married to Adrienne and we have two daughters.